Reno, NV Office

Avisen Advisors provides investment management and financial planning to individual and high-net-worth clients as well as trusts, pension plans and other entities, offering both discretionary and non‑discretionary portfolio management and a range of advisory programs. The firm delivers financial planning on fixed‑fee, hourly, or ongoing bases and makes use of custodial platforms and third‑party managed account solutions for billing and reporting.

The firm conducts security analysis using charting, fundamental and technical methods and implements long‑ and short‑term strategies across equities, fixed income and alternative investments; it also uses options and margin and may engage in short sales when consistent with client objectives. Avisen Advisors routinely uses sub‑advisers and independent managers and places client assets into model and platform programs where third‑party portfolio managers may have trading discretion.

Distinctive features include an affiliation with a broker‑dealer and that several advisers are registered representatives, which permits clients to implement commission‑based products through the affiliated broker‑dealer and creates potential conflicts of interest that the firm discloses. The firm also maintains relationships with other investment advisers and explicitly permits the use of borrowing/margin in separately managed accounts—practices that are less common among similar-sized team firms.